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Planview Customer Success Center

IdeaPlace Templates

Planview IdeaPlace provides templates for controlling the generation and use of various types of information and notifications.

Idea template

The Administrator can customize the Post Idea form for each community using an XML-based template. A variety of field types may be incorporated, including but not limited to: text boxes, check box and drop down options. There are mouse-over instructions for most of the fields.

Email template

Standardizes and gives examples for the fields that can be configured in email messages including subject line, email body, and links. Also provides the ability to turn emails on and off.

Evaluation template

A set of standard templates allows Administrators to collect and analyze meaningful data. You can use the template that IdeaPlace has provided for you or create your own.

Review template

This template helps reviewers provide complete and thorough feedback.